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  • All HBS Web  (2,199)
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    • News  (371)
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  • March 2005 (Revised June 2005)
  • Case

Capital Controls in Chile in the 1990s (B)

By: Laura Alfaro, Rafael M. Di Tella and Ingrid Vogel
Supplements the (A) case. View Details
Keywords: Governance Controls; Financial Crisis; Foreign Direct Investment; Currency Exchange Rate; Inflation and Deflation; Demand and Consumers; Interest Rates; Capital; System; Central Banking; Chile
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Alfaro, Laura, Rafael M. Di Tella, and Ingrid Vogel. "Capital Controls in Chile in the 1990s (B)." Harvard Business School Case 705-032, March 2005. (Revised June 2005.)
  • May 2017
  • Supplement

ATH Technologies (E)

By: Robert Simons and Jennifer Packard
Supplements the (A) case. Designed as an in-class handout. View Details
Keywords: Strategy And Execution; Management Control Systems; Balancing Innovation And Control; Health Industry
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Simons, Robert, and Jennifer Packard. "ATH Technologies (E)." Harvard Business School Supplement 117-017, May 2017.
  • August 2017
  • Supplement

Quiet Logistics: CEO Bruce Welty Discusses New Robotics Company

By: Robert L. Simons and Jennifer Packard
This is a video supplement to Quiet Logistics A (HBS No. 115-001) and Quiet Logistics B (HBS No. 115-003). View Details
Keywords: Strategy And Execution; Management Control Systems; Risk and Uncertainty
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Simons, Robert L., and Jennifer Packard. "Quiet Logistics: CEO Bruce Welty Discusses New Robotics Company." Harvard Business School Multimedia/Video Supplement 118-701, August 2017.
  • May 2017
  • Supplement

ATH Technologies (C)

By: Robert Simons and Jennifer Packard
Supplements the (A) case. Designed as an in-class handout. View Details
Keywords: Strategy And Execution; Management Control Systems; Performance Management; Balancing Innovation And Control; Management Systems; Performance; Health Industry
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Simons, Robert, and Jennifer Packard. "ATH Technologies (C)." Harvard Business School Supplement 117-015, May 2017.
  • April 2012 (Revised June 2014)
  • Case

Capitalizing for the Future: HSBC in 2010

By: Anette Mikes and Dominique Hamel
Following the financial crisis of 2007/2008, HSBC CEO Michael Geoghegan saw a fundamental change in global opportunities and risks. With increasing regulation and fierce competition between banks, the Western hemisphere was going to be a tougher place to do business.... View Details
Keywords: Accounting; Competitive Strategy; Control Systems; Finance; Financial Crisis; Banks and Banking; Emerging Markets; Risk Management; Business Strategy; Banking Industry
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Mikes, Anette, and Dominique Hamel. "Capitalizing for the Future: HSBC in 2010." Harvard Business School Case 112-097, April 2012. (Revised June 2014.)
  • 12 Oct 1999
  • Research & Ideas

Decoding the DNA of the Toyota Production System

study of the system in more than 40 plants, the authors came to understand that at Toyota it's the very rigidity of the operations that makes the flexibility possible. That's because the company's operations can be seen as a continuous... View Details
Keywords: by H. Kent Bowen & Steven Spear; Manufacturing; Transportation; Auto
  • October 2011
  • Case

Raleigh & Rosse: Measures to Motivate Exceptional Service

By: Robert Simons and Michael Mahoney
In January 2010, U.S. luxury goods retailer Raleigh & Rosse is being sued by its employees for encouraging "off the clock" hours. At the center of the class action lawsuit is the famous Raleigh & Rosse performance measurement system previously thought to be the core of... View Details
Keywords: Control Systems; Performance Measurement; Goal Setting; Compensation; Incentives; Motivation; Sales Compensation; Motivation and Incentives; Goals and Objectives; Growth Management; Lawsuits and Litigation; Organizational Culture; Management Systems; Customer Focus and Relationships; Employees; Performance Evaluation; Compensation and Benefits; Retail Industry; United States
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Simons, Robert, and Michael Mahoney. "Raleigh & Rosse: Measures to Motivate Exceptional Service." Harvard Business School Brief Case 114-353, October 2011.
  • June 2012 (Revised February 2017)
  • Teaching Note

Henkel: Building a Winning Culture

By: Robert Simons and Natalie Kindred
This is the teaching note for Henkel: Building a Winning Culture (HBS No. 112-060) View Details
Keywords: Execution; Management Control Systems; Performance Goals; Incentives; Levers Of Control; Strategy
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Simons, Robert, and Natalie Kindred. "Henkel: Building a Winning Culture." Harvard Business School Teaching Note 112-087, June 2012. (Revised February 2017.)
  • 04 Feb 2014
  • Working Paper Summaries

From Crowds to Collaborators: Initiating Effort and Catalyzing Interactions Among Online Creative Workers

Keywords: by Kevin J. Boudreau, Patrick Gaule, Karim R. Lakhani, Christoph Riedl & Anita Williams Woolley
  • April 1991 (Revised March 2017)
  • Teaching Note

Westchester Distributing, Inc. (A) and (B)

By: Robert Simons
Teaching Note for (9-191-118) and (9-191-119). View Details
Keywords: Strategy And Execution; Management Control Systems; Internal Controls; Risk Management; Food and Beverage Industry; Distribution Industry
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Simons, Robert. "Westchester Distributing, Inc. (A) and (B)." Harvard Business School Teaching Note 191-172, April 1991. (Revised March 2017.)
  • January 2025
  • Article

Enterprise Resource Planning (ERP) System Implementations and Corporate Misconduct

By: Jonas Heese and Joseph Pacelli
This study examines whether enterprise resource planning (ERP) implementations are associated with reductions in corporate misconduct. Specifically, we study the relation between staggered facility-level rollouts of ERP systems and facility-level regulatory violations... View Details
Keywords: Accounting; Governing Rules, Regulations, and Reforms; Governance Compliance
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Heese, Jonas, and Joseph Pacelli. "Enterprise Resource Planning (ERP) System Implementations and Corporate Misconduct." Accounting Review 100, no. 1 (January 2025): 291–315.
  • August 2006 (Revised July 2007)
  • Background Note

Fundamentals of Family Business System Governance

By: John A. Davis
Reviews the purposes and ingredients in the governance (or steering) of a family business system. Explores at a high level the governance of the family business, its owners, and the family. Focuses on how these governance structures, processes, plans, and agreements... View Details
Keywords: Family Business; Corporate Governance; Governing Rules, Regulations, and Reforms; Family Ownership
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Davis, John A. "Fundamentals of Family Business System Governance." Harvard Business School Background Note 807-019, August 2006. (Revised July 2007.)
  • April 2023 (Revised September 2023)
  • Case

Levels: The Remote, Asynchronous, Deep Work Management System

By: Joseph B. Fuller and George Gonzalez
Levels is a highly innovative startup in the health care space. They intend to revolutionize health by linking behavior—eating, exercise, sleeping, etc.—to changes in metabolism. They believe metabolic health can be managed through careful monitoring of changes in... View Details
Keywords: Applications and Software; Business Startups; Organizational Culture; Management Style; Technology Industry; United States
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Fuller, Joseph B., and George Gonzalez. "Levels: The Remote, Asynchronous, Deep Work Management System." Harvard Business School Case 323-069, April 2023. (Revised September 2023.)
  • December 2010
  • Article

Life in the Fast Lane: Origins of Competitive Interaction in New vs. Established Markets

By: Eric L. Chen, Riitta Katila, Rory McDonald and Kathleen M. Eisenhardt
Prior work examines competitive moves in relatively stable markets. In contrast, we focus on less stable markets where competitive advantages are temporary and R&D moves are essential. Using evolutionary search theory and an experiential simulation with in-depth... View Details
Keywords: Balance and Stability; Competitive Advantage; Supply and Industry
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Chen, Eric L., Riitta Katila, Rory McDonald, and Kathleen M. Eisenhardt. "Life in the Fast Lane: Origins of Competitive Interaction in New vs. Established Markets." Special Issue on The Age of Temporary Advantage. Strategic Management Journal 31, no. 13 (December 2010): 1527–1547.
  • June 2010 (Revised April 2017)
  • Teaching Note

Pfizer: Letter from the Chairman (A) and (B)

By: Robert Simons and Kathryn Rosenberg
Teaching Note for 110003 and 110004. View Details
Keywords: Management Control Systems; Strategy And Execution; Performance Measurement; Pharmaceutical Industry
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Simons, Robert, and Kathryn Rosenberg. "Pfizer: Letter from the Chairman (A) and (B)." Harvard Business School Teaching Note 110-067, June 2010. (Revised April 2017.)
  • November 2016 (Revised December 2016)
  • Module Note

Strategy Execution Module 13: Identifying Strategic Risk

By: Robert Simons
This module reading begins by describing the three sources of strategic risk—operations risk, asset impairment risk, and competitive risk—and demonstrates how these risks can undermine an entire business. To assist in the identification of these risks, the risk... View Details
Keywords: Management Control Systems; Implementing Strategy; Execution; Risk Assessment; Operational Control; Asset Impairment; Franchise Risk; Fraud; Strategy; Information Management
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Simons, Robert. "Strategy Execution Module 13: Identifying Strategic Risk." Harvard Business School Module Note 117-113, November 2016. (Revised December 2016.)
  • March 1999 (Revised April 2017)
  • Teaching Note

Citibank: Performance Evaluation

By: Robert Simons and Antonio Dávila
Teaching Note for (9-198-048). View Details
Keywords: Strategy And Execution; Management Control Systems; Performance Measures; Performance Evaluation; Balanced Scorecard; Banking Industry
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Simons, Robert, and Antonio Dávila. "Citibank: Performance Evaluation." Harvard Business School Teaching Note 199-047, March 1999. (Revised April 2017.)
  • September 1994 (Revised June 2017)
  • Case

Chemalite, Inc. (B): Cash Flow Analysis

By: Robert Simons and Antonio Davila
Students are asked to use actual and pro forma financial statements to prepare a statement of cash flows under both the direct and indirect method. View Details
Keywords: Cash Flow Analysis; Strategy Execution; Management Control Systems; Analysis; Cash Flow; Financial Statements
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Simons, Robert, and Antonio Davila. "Chemalite, Inc. (B): Cash Flow Analysis." Harvard Business School Case 195-130, September 1994. (Revised June 2017.)
  • August 2018
  • Article

Virtual Issue on Empirical Management Accounting Research

By: Margaret Abernethy and Dennis Campbell
Keywords: Management Accounting; Management Accounting And Control Systems; Accounting
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Abernethy, Margaret, and Dennis Campbell. "Virtual Issue on Empirical Management Accounting Research." Journal of Accounting Research (August 2018).
  • 2012
  • Article

A Field Study on the Acceptance and Use of a New Accounting System

By: V.G. Narayanan, Ranjani Krishnan and Jamshed J. Mistry
This study examines the attitudes, use, and acceptance of a new accounting system in a pharmaceutical corporation that switched from an Activity Based Costing System to the Theory of Constraints System (TOC). Using structuration theory as a framework, we posit that... View Details
Keywords: Theory Of Constraints; Structuration; Field Study; Accounting; Innovation and Invention
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Narayanan, V.G., Ranjani Krishnan, and Jamshed J. Mistry. "A Field Study on the Acceptance and Use of a New Accounting System." Journal of Management Accounting Research 24 (2012): 103–133.
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